Take Our Financial Literacy Test
In recognition of National Financial Literacy Month, we’ve crafted a financial literacy quiz and invite all financial advisors and investors to take this 10-question challenge!
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Passive Investing: The Role of Implicit Security Selection
Here’s a provocative thought. Index investing is not an entirely passive investment management strategy. Passive investing is rife with implicit investment decisions, many of which investors unknowingly transfer to the invisible committees that manage such indexes.
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Tax Alert: 2021 Tax Credit on Childcare Expenses
The childcare tax credit underwent significant change in 2021. The new law expanded the child and dependent care tax credit in three potentially meaningful ways for American taxpayers.
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Are Higher Interest Rates Bad for Emerging Markets?
As developed nations’ economies recover, interest rates are heading higher, representing a further potential headwind for emerging markets. Higher rates are typically seen as a negative for emerging markets, as they increase dollar-denominated debt burdens, trigger capital outflows and result in tighter financial conditions.
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ESG Investing in ERISA Retirement Plans
While Environmental, Social and Governance (ESG) criteria investments that don’t sacrifice returns or hold greater investment risk are permitted in ERISA plans, a 2020 U.S. Department of Labor (DOL) rules modification established a higher bar for including ESG investments in a qualified plan and cast a cloud over ESG investment options.
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